Flaherty & Crumrine Preferred & Income Opportunity Fund (PFO) Fundamental Analysis: Revenue, Earnings & Valuation

1.85 / 10

Underperform

Fundamental analysis reveals significant concerns: net income-to-revenue is negative (-0.5649), return on assets is low (-10.07%), and earnings per share are declining (-92.71% YoY). Only asset-to-market value and gross profit margin show moderate positives, but they are insufficient to offset broader weaknesses, leading to an overall fundamental rating of underperform.

Analysis Checks(4/10)

Gross profit margin (%)

Value38.11

Score2/3

Weight12.23%

1M Return1.53%

Current liabilities / Total liabilities (%)

Value52.14

Score2/3

Weight12.57%

1M Return1.58%

Net income-Revenue

Value-0.56

Score1/3

Weight3.72%

1M Return0.49%

Basic earnings per share (YoY growth rate %)

Value-92.71

Score0/3

Weight3.80%

1M Return0.50%

Rate of return on total assets (%)

Value-10.07

Score1/3

Weight11.37%

1M Return1.48%

Total profit / EBIT (%)

Value100.00

Score2/3

Weight12.05%

1M Return1.52%

Annualized return on total assets (%)

Value-20.14

Score1/3

Weight11.37%

1M Return1.48%

Diluted earnings per share (YoY growth rate %)

Value-14.17

Score0/3

Weight6.64%

1M Return0.88%

Operating revenue (YoY growth rate %)

Value392.77

Score1/3

Weight9.99%

1M Return1.29%

Asset-MV

Value0.02

Score2/3

Weight16.25%

1M Return2.11%

Is PFO undervalued or overvalued?

PFO scores 1.85/10 on fundamentals and holds a Premium valuation at present. Backed by its 7.86% ROE, 73.48% net margin, 12.00 P/E ratio, 0.94 P/B ratio, and 0.00% earnings growth, these metrics solidify its Underperform investment rating.